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Estate Planning

In an uncertain world, it gives us great satisfaction to know that we play an integral role in providing our clients with long-term security and a strong sense of stability. Our customized estate planning process helps our clients:

Clarify distribution objectives

Understand the roles of:

Guardians

Trustees

Executors

Understand the impact of asset titling

Coordinate beneficiary designations

While an estate plan will ultimately facilitate the administration of your affairs after your death, it can also establish guidelines for managing assets and property during your lifetime.

Estate Planning Consultation

Wills

Provide access to Trust Services

Advance Health Care Directives (Living Wills)

Durable Powers of Attorney

“A truly rich man is one whose children run into his arms when his hands are empty.”

-Unknown

Financial Advisors do not provide specific tax or legal advice. This information should not be considered as specific tax or legal advice. You should consult your tax or legal advisor regarding your own specific tax or legal situation.

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Foundations Financial Partners is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Foundations Financial Partners are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives. Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Foundations Financial Partners are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.